Locations
Dallas, TX, USA · Riverway Estates/Bruton Terrace, Dallas, TX, USA
industry
Investment Management · Lending and Investments
Size
11-50 employees
Stage
Other
founded in
2021
VRGL provides institutional-grade analytics and automated data extraction to empower wealth management firms to accelerate the client acquisition, proposal management, and retention process (“CAPM & R”). By giving clients a complete view of their consolidated investment picture, VRGL enables advisors to quickly demonstrate how and why they add value. VRGL scores a client’s entire portfolio across five pillars: performance, risk, diversification, taxes, and fees. This quantitative scoring system presented at the front end of conversations decreases the time and cost associated with lengthy prospecting so advisors can accelerate time to new revenue and retention of existing AUM. Founded by pioneers of the institutional wealth management industry, VRGL’s technology lets advisors seamlessly aggregate all client investment data and provides a no-touch analytics package allowing the advisor to contextualize their own investment offerings and advice.
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